How to download PI?

The PI Download option allows users to download the Proforma Invoice (PI) of an order. It can be generated either with prices visible or with prices masked, depending on the requirement.

Steps:

1. Select the Order – Locate and open the order from the list.

2. Click on PI Download – Found on the right side of the selected order.

3. Choose Format – Select either:

   • With Price – PI will display item prices and totals.

   • Price Masked – PI will hide all item prices and totals.

4. Click on Download – The PI will be generated and saved in PDF format.

Note: PI can only be downloaded once the order details are completed and saved.